If a payee requires supporting documentation, a red banner will appear during disbursement creation indicating that a document is required.
When uploading documents, it is imperative that you select the correct document type. SureFund uses the document type selected to identify that the documentation requirement has been met.
If you receive the error "Disbursement cannot be completed" due to a missing document:
- Navigate to the Documents tab in SureFund.
- Review the documents that have been uploaded and verify the document types selected.
- Confirm that the correct required document has been uploaded for each disbursement and that the appropriate document type was chosen.
Required document types:
- Credit Cards: Upload the statement and select Credit Card Statement.
- Mortgages and Unsecured Loans: Upload the payout/discharge letter and select Mortgage Discharge/Payout Letter.
Double-checking both the uploaded file and the selected document type will help ensure the disbursement can be processed successfully.